First Wilshire Securities Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

First Wilshire Securities Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Hold	42,375	–	–	0.28%	41
2026 Q1	$1.3M	Sell	42,375 -1,500	-3%	-$45.5K	0.29%	39
2025 Q4	$1.2M	Hold	43,875	–	–	0.3%	41
2025 Q3	$1.2M	Hold	43,875	–	–	0.32%	41
2025 Q2	$1.16M	Hold	43,875	–	–	0.32%	41
2025 Q1	$1.23M	Hold	43,875	–	–	0.35%	36
2024 Q4	$1.2M	Hold	43,875	–	–	0.33%	37
2024 Q3	$1.24M	Hold	43,875	–	–	0.35%	32
2024 Q2	$1.14M	Hold	43,875	–	–	0.35%	33
2024 Q1	$1.18M	Hold	43,875	–	–	0.34%	33
2023 Q4	$1.11M	Hold	43,875	–	–	0.36%	35
2023 Q3	$1.03M	Hold	43,875	–	–	0.35%	36
2023 Q2	$1.06M	Hold	43,875	–	–	0.36%	36
2023 Q1	$1.07M	Hold	43,875	–	–	0.37%	34
2022 Q4	$1.1M	Hold	43,875	–	–	0.39%	31
2022 Q3	$972K	Hold	43,875	–	–	0.39%	33
2022 Q2	$1.05M	Hold	43,875	–	–	0.39%	31
2022 Q1	$1.15M	Hold	43,875	–	–	0.41%	30
2021 Q4	$1.18M	Hold	43,875	–	–	0.37%	31
2021 Q3	$1.09M	Buy	43,875 +4,800	+12%	+$122K	0.36%	28
2021 Q2	$985K	Hold	39,075	–	–	0.34%	32
2021 Q1	$950K	Buy	39,075 +7,200	+23%	+$164K	0.36%	31
2020 Q4	$681K	Buy	31,875 +17,100	+116%	+$347K	0.27%	38
2020 Q3	$272K	Buy	+14,775	New	+$272K	0.13%	66
2020 Q1	–	Sell	-11,025	Closed	-$213K	–	93
2019 Q4	$213K	Hold	11,025	–	–	0.08%	92
2019 Q3	$201K	Buy	+11,025	New	+$197K	0.08%	95
2018 Q1	–	Sell	-11,925	Closed	-$203K	–	125
2017 Q4	$203K	Buy	+11,925	New	+$196K	0.06%	113

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

First Wilshire Securities Management's SCHD Position: Q2 2026 in Review

First Wilshire Securities Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 42,375 shares worth $1.34M. The position accounts for 0.28% of the portfolio, ranked #41.

First Wilshire Securities Management first reported a position in SCHD in Q4 2017 and has held it in 27 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

First Wilshire Securities Management held 42,375 shares of Schwab US Dividend Equity ETF worth $1.34M as of Q2 2026.
First Wilshire Securities Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.28% of First Wilshire Securities Management's portfolio in Q2 2026, its #41 holding.
First Wilshire Securities Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 27 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.